Step 1 - Tell us about yourself
Enroll online and choose your billing preference. Members pay a flat-fee of 199.95 per year regardless of account size or retirement plan complexity. If you prefer, break the payments up and pay $59 per quarter ($236 per year).
Step 2 - Tell us about your plan
We currently monitor retirement plans for more than 5,000 companies, and we're adding more every day; however, if we don't have your fund list on file, send us an email or fax listing the funds available through your work retirement plan. If you have questions about how to gather this information, contact one of our investment advisers.
Step 3 - Implement your recommendation
You'll receive a notification via email within three business days that your recommendation is ready. Use your new Investment Plan to make the appropriate changes in your retirement account.
Step 4 - Receive periodic updates
Relax. We'll monitor the markets and provide ongoing research for your funds. If we believe an update is necessary, we'll notify you of the change. Every quarter we'll remind you to reallocate your account to make sure you're sure you're still on track with the most optimal recommendation.